Summit Securities Group’s SAP SAP Stock Holding History

Summit Securities Group’s Portfolio SAP Stock Details SAP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,648	Closed	-$975K	–	1219
2025 Q3	$975K	Sell	3,648 -2,771	-43%	-$779K	0.2%	110
2025 Q2	$1.95M	Buy	+6,419	New	+$1.84M	0.38%	55
2024 Q4	–	Sell	-16,371	Closed	-$1.53M	–	862
2024 Q3	$1.53M	Sell	16,371 -16,100	-50%	-$3.42M	0.4%	39
2024 Q2	$959K	Buy	32,471 +12,402	+62%	+$2.34M	0.18%	72
2024 Q1	$3.91M	Buy	+20,069	New	+$3.57M	0.64%	26
2023 Q4	–	Sell	-6,183	Closed	-$800K	–	871
2023 Q3	$800K	Buy	6,183 +166	+3%	+$22.6K	0.08%	100
2023 Q2	$822K	Buy	6,017 +6,016	+601,600%	+$796K	0.11%	110
2023 Q1	$0	Buy	+1	New	+$117	﹤0.01%	1218
2015 Q3	–	Sell	-100	Closed	-$7K	–	497
2015 Q2	$7K	Buy	+100	New	+$7.42K	﹤0.01%	394
2013 Q4	–	Sell	-4	Closed	–	–	584
2013 Q3	$0	Buy	+4	New	+$296	﹤0.01%	535

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Securities Group's SAP Position: Q4 2025 in Review

Summit Securities Group sold out of SAP (SAP) in Q4 2025, closing a stake of 3,648 shares — an estimated $975K sold.

Summit Securities Group first reported a position in SAP in Q3 2013 and held it in 10 quarters. The position peaked at $3.91M in Q1 2024. 928 funds tracked by Wall St. Rank hold SAP as of Q4 2025.

Summit Securities Group reported no remaining SAP position as of Q4 2025 after selling out during the quarter.
Summit Securities Group sold 3,648 SAP shares in Q4 2025, an estimated $975K.
Summit Securities Group first reported a position in SAP in Q3 2013 and held it in 10 quarters.
Summit Securities Group's SAP position peaked at $3.91M in Q1 2024.
928 funds tracked by Wall St. Rank held SAP as of Q4 2025.

Based on Summit Securities Group's 13F filing for Q4 2025, filed 17 Feb 2026.